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Job Location | Flax Bourton |
Education | Not Mentioned |
Salary | 20,000 - 30,000 per annum, inc benefits |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
My client are a well-regarded medium sized IFA firm based on the outskirts of Bristol which offer a friendly working environment with support and genuine career progression prospects. Parking available and competitive salary and benefitin return.They seek a Trainee Paraplanner and ideally looking for someone who has achieved (or part completed) the DipPFS Diploma and worked within an IFA support role but also happy to look at candidates that do not yet have experience working in anadvisory office and who come from a provider or investment background. The trainee programme will provide exam support for completing DipPFS (and through to Chartered), along with training and mentorship provided internallySalary levels will depend on qualification and experience. General benefits (subject to waiting period): Workplace Pension (up to 5% & 5%), Group Life Cover, Private Medical Insurance, Group income Protection, Health Cash Plan, exam support,free parking, competitive salary based on experienceRelevant skills and knowledge Part/fully PFS diploma qualified Excellent numeracy and literacy skills, GCSE grades A - C (or 4 - 9) Computer Skillscompetent in the use of relevant packages including Word and Excel Excellent attention to detail, good organisation and time management skills A critical thinker and a good problem solver Good communication skills both face to face and over the phone An ability to work under own initiative and as a team player Detailed knowledge and understanding of a firms record keeping requirements Understanding of the provision of advice to clients in a compliant manner